LULU

random20190826

Sometimes, it is. I did it with LULU (I am still long 200 shares, with no options position). But I once wrote 2 $155 puts, got assigned, then sold 2 $155 covered calls, in an almost useless exercise that caused me to make $822 total. Then, there was the inverse wheel I did on CAR that almost killed my entire account. It involved writing 1 contract of deep OTM naked call ($445, April 17 expiration, received $3.16 credit), got assigned, had the stock skyrocket and then crashing back down. I am still shorting it and wrote a $200 put that expires May 1 (received $15 credit). The put is now at the money and may go in the money soon. I will make over $26, 000 on this if it crashes when earnings come out like I expect.

UnitedChampion6790

The Setup Is Classic 1. LULU has been absolutely demolished down ~60% from its 2023 highs. Heavy institutional ownership means crowded positioning and forced selling has already happened. That’s the kind of washout that creates explosive mean reversion setups when sentiment flips. 2. Short Interest Is Building Short interest has risen meaningfully as growth decelerated and margins compressed. That’s the fuel. If any catalyst ignites retail attention, shorts scramble to cover and the squeeze mechanics kick in. LULU has a large enough float to attract attention without being too illiquid. 3. It’s a Brand People Actually Know Meme stocks need cultural resonance GME had nostalgia, AMC had moviegoers. LULU has yoga moms, gym culture, and athleisure zealots who genuinely love the brand. That emotional connection translates directly into retail buying conviction. 4. The Valuation Compression Creates a Story LULU once traded at 40–50x earnings. It’s now in the mid-teens on a forward basis a dramatic derating from a company that still generates strong free cash flow and has no real debt crisis. That narrative premium brand, discount price is exactly the kind of simple Reddit thesis that spreads. 5. China Is a Dormant Catalyst China expansion was supposed to be the next growth leg. If there’s any sign of reacceleration there even a single strong quarter it becomes a narrative rocket. Meme stocks need a catalyst that sounds big and simple. “Lulu is basically just starting in China” is that line. 6. Options Market Is Set Up Well LULU has a liquid options chain with relatively affordable OTM calls given the volatility compression. That’s the WSB playbook: cheap calls → gamma squeeze → stock rips → CNBC covers it → more retail piles in. The mechanics are in place. 7. Contrarian Credibility Analysts have been cutting targets en masse. When Wall Street gives up on a beloved brand, retail contrarians smell blood. The “they counted it out” narrative is deeply appealing to the meme crowd same energy as “they said Blockbuster would kill GameStop.”

Icy-Sheepherder-7595

The thing holding me back is I truly believe the stock price on both is disconnected from reality. They are making good money, LULU is growing less than in the past but still very profitable, ADBE is all SaaS fear. But if I can almost break even I think I'm dumping them

Icy-Sheepherder-7595

ADBE and LULU im considering but my losses are kind of too much to stomach. If I do sell in just buying more Microsoft or VTI

HotDoor4125

Ran LULU through my fundamental screen out of curiosity. Gross margins at 56.6% are genuinely strong and the 5yr revenue CAGR of 21.7% shows what this business was capable of. But the ROIC has dropped from a 5yr average of 39.2% down to 25% currently, FCF margin is only 7.4% which is low for a premium brand, and the net income trend is deteriorating. That said, at ~$143 my model puts fair value around $248, which is a pretty wide gap. At 12.5x earnings it’s not priced like a premium brand anymore. The bull case is that the ROIC compression is temporary, Asia growth re-accelerates, and the new CEO stabilizes the US business. The bear case is that the brand has peaked in its core market and the economics never recover to what they were. Could genuinely go either way but the valuation is starting to look interesting if you believe in the turnaround

MitchCurry

Sounds like only LULU could be a thesis broken situation, although I wouldn't even say the thesis ever existed in the first place. META seemed like a short-term play. If you don't think it's a long-term hold, sell. The others, it seems like there isn't a good reason to actually sell. As long as you can stomach watching the value of your investments potentially go down and you don't need the money in the next 3-5 years, selling is generally a bad idea if your goal is long-term wealth creation.

Commercial_Seat_3704

LULU should pivot to chips. Shit would pump 50% immediately.

Rav_3d

Stocks with the highest relative strength to the indices tend to lead in bull markets. Stocks making new lows while the market is making new highs are not participating in the bull market, so why would you want to own them? People make the mistake of thinking cheap, beaten up stocks are the best investments. In bull markets, you want the stocks that are making new highs, not making new lows. It's pretty clear to see in this market. Would you have wanted to own LULU or MRVL this year?

Rav_3d

That's not the way the stock market works. In bull markets, leaders lead. It's stocks that have the highest relative strength, the ones making new all-time highs regularly, that outperform dogs like LULU.

iShitBloodandCumShit

DD: why my ass is rotating out of tech and into LULU Lulu starting to look like a Kmart blue light special. The PFAS headline is a joke. PFAS is in literally everything. Especially water resistant clothing. When I say everything I mean fucking everything. Pizza boxes, fast food containers, water, you name it Don’t get me wrong it’s a bitch to get rid of. But pure FUD. Hell, the USEPA is approving PFAS based pesticides. Texas will be left in shambles.

cannythecat

LULU at a 52 week low and nasdaq at all time high. Burry in shambles.

Nosnowflakehere

I in compliance and there is a big lawsuit now that LULU used PFAS in their products longer than they stated. They are the same clothing vendor as Nike uses FYI

iShitBloodandCumShit

People will learn why it’s called advanced money destroyer eventually. Valuations will be stretched and sector rotation will happen. If everyone decides “oh wow look how cheap NVDA is they’ll sell off their other tech stocks and pile into NVDA.” My money is on a LULU rebound.

iShitBloodandCumShit

Enron is going to announce the sex robots have an available LULU package.

GandalfTheSexay

The only interaction I have with LULU is their $75 quarterly Amex credit

callmecrude

Clothing brands will never be value investments as their value is entirely tied to consumer fashion trends. Years ago you could make the argument that LULU was superior quality to other competitors which justified a higher price, but that isn’t the case anymore.

jmc774

Bought calls on LULU today. Don't fade me beckys

dash_trash4255

LULU getting into quantum and doing a deal with onlyfans and NVDA

Nix3Vx

!banbet LULU 138 1d

Nix3Vx

Buy more $LULU $140 puts 

Icy-Sheepherder-7595

I would say I had or have long term conviction in all of them, except LULU I bought that at the recommendation of a friend who works in IB so thought he couldn't be wrong. I actually did see it go over $400 at one point but since then it just keeps going lower. NVO I still have conviction in, I've seen how well GLP-1 works and that obesity is one of the biggest health issues in the U.S. however I also know LLY has the home field advantage, but still believe the Ozempic brand name has value. MSFT and UNH pretty self explanatory, bought them low and will be forever holds (the shares of UNH I offloaded as I wanted to lower my risk and felt o may have bought them too high, $245 is a price I don't think we'll ever see again but who knows it got close a month ago). ADBE I liked as they keep growing revenue despite the SaaSpocalypse narrative and they are a strong legacy company I feel but again I can't predict the future of this stuff so who knows what AI will do to it. MELI I liked for the Mercado Pago system they have implemented in societies that are still cash reliant where many people don't have traditional bank accounts, and the fact that they are fending off Amazon's e-commerce growth in Latin America, I liked them as a hedge against the U.S. market but they seem more affected by it than I realized. META just makes a ton of money and I bought the dip, don't know if I want to hold them long term as it's really all ad revenue and they don't really provide anything of use to the world beside data centers now I guess. FXAIX and VTI are my index fund/ETF holdings. Hope that answers your question. Thanks for reading

WGD23

Not til there's a LULU LUNR colab

elonzucks

LULU would have more money than the paltry 50M that Allbirds has...which is barely enough to pay a guy to camp at microcenters to buy some GPUs.

Icy-Sheepherder-7595

I'm not. I panic sold a little bit of UNH last month to buy more Microsoft and missed out on the huge runup on those shares, bought some MU at the bottom a month ago and sold that too early, I made money but it could've been more if I were patient. Sold Google too early last year for a measly gain when I could doubled my investment. I just am at a point where it stresses me out so much that I really do think long term I should mainly do index funds and then hold some good ones and buy them when they crash hard like I just did with Microsoft but it's just too much for me mentally. I only started stock picking because I felt FOMO from missing out on buying the broader market 2-3 years ago when it was down and this is my way of catching up to where I should be but it never seems to work. I really hate that I bought NVO, LULU, and ADBE right now. I wish I just put that in VTI or VOO but can't change that now as I don't want to lock in the loss it just hurts to watch.

LegendaryLightroast

My all time favorite men’s sweats are LULU. Bought them three times for $120 each time. They all have tons of holes and I promised myself I’ll never buy again. My Nike sweats are 10 years old and look like I bought them last week. ALSO watching my boujee wife move completely over to SKIMS the last two years probably is a big sign.

Icy-Sheepherder-7595

Need opinions on my portfolio and wether or not I should sell it all besides my top 3 holdings. Yesterday I was feeling confident again after watching the bloodbath that was last month but losing confidence again now that the fear is back. 99 MSFT shares at $395, 42 UNH shares at $245, 42 VTI shares at $328, 82 LULU shares at $194, 48 ADBE shares at $272, 13 META shares at $595, 204 NVO shares at $46, 2 MELI shares at $2,076, 7 FXAIX shares at $207. I hate the idea of locking in a loss but I also don't want to be part of a sinking ship.

Cozyteammate

0.5 PEG for a declining sector. You need very big room (margin of safety) for stock in bad sector So assume LULU grow eps 10% per year I'd see it as "investable" at 5 P/E (0.5 PEG)

Expensive-Notice-509

they sell the same things on Amazon for 1/5 of the price LULU charges.

Madsen13140

Condoleances to LULU bagholders

jerome-yellen

Who bought the LULU dip?

Embarrassed_Job_6662

I caught LULU and SMCI. Can confirm, am retarded.

Ancient_Building_529

Whats the vibe on $LULU. Anybody thinking about buying calls, it feels super over sold

Icy-Sheepherder-7595

99 MSFT shares at $395, 42 UNH shares at $245, 42 VTI shares at $328, 82 LULU shares at $194, 48 ADBE shares at $272, 13 META shares at $595, 204 NVO shares at $46, 2 MELI shares at $2,076, 7 FXAIX shares at $207. I was feeling good yesterday and now back to feeling like it's over and I should sell everything but the first 3. But don't want to take a loss

Fluid_Product6292

VM can LULU have a slight rebound in the rest of the trading session?

SighRamp

If I wasn't so focused on shorting CAR I would have with LULU talk about a dead company

Old-Commission2782

Imagine being the new CEO of LULU and seeing the stock price plummet off the news lmao

Slight-Regular-3711

Weird that in today's fast moving world they picked someone who can't start for 5 months. 5 month stagnation while LULU waits for her to come save them?

Independent-Tree-985

LULU is sitting at its low, today it breached it

Bodie_Broadus_

LULU RSI 17 on 1 hour

whyshw

LULU may have to swallow their pride and beg Chip Wilson to take over

Burtonwurton

LULU hitting that 52w low with 0 resistance. Brutal.

cannythecat

Why didn't LULU execs talk about AI yoga pants???

Old-Commission2782

LULU my lord haha straight nosediving. No bottom in sight.

vermilli21

Imagine announcing a new CEO for LULU and your stock tanks -10% LMAO

lolgoodone34

LULU 100p dec strike still cheap

br0botic

LULU getting absolutely destroyed for that ceo pick

Impressive-Mud-3362

People were saying market mispriced LULU, turns out market is always right. Amazes me now market predicts everything so accurately.

br0botic

Great day to be a LULU and software bagholder

daedalus_dance

Guy I just got off the phone with Michael Burry and he says LULU is still good so you know what you need to do which is try on their yoga pants for your wife's boyfriend.

Unhappy-Pipe3535

I’m bleeding too bad …. Hold or sell???I was hoping LULU can recruit Aritzia or HOKA ceo dangggg

spellbadgrammargood

Buying LULU because butts.

Independent-Tree-985

LULU needs to do something, because these gymrats are starting to wear Peleton flavored stretchypants

callsonreddit

LULU fucked up Shoulda hired AI CEO and pivoted to AI

daedalus_dance

Damnit LULU. You had one job: to accept the CEO that Elliot had groomed for you. And you chose a former Nike executive we all now have to figure out if is responsible for ***their*** terminal decline as well.

siorge

Wonder how the guy who YOLOed his entire life savings in LULU is feeling right now

Nay_120

LULU new slogan: Just LU It

Appropriate-Tea-7276

Incoming LULU pivot to AI.

GreyBoyTigger

I can’t wait for the cope filled posts a year from now posted by LULU apes

Old-Commission2782

I see they don’t like the new CEO for LULU 🤣

Bitter-Heat-8767

Sounds like LULU needs to be LULUAI

Slightlybadpicks

Now what happened to LULU 😭😭

bayruss

The best thing to do is inverse WSB. LULU only struggles because of revenue growth. Their margins are amazing and profitable just not growing. They're already undervalued at 160. $150 is a scream to buy for an easy 25% gap up when people realize the company isn't going anywhere. Assuming their Mexico markets tank they will hold $150-$160. If their Mexico market shows revenue growth then $200 a share easy.

maddogisnextdoor

Has LULU price reached NKE?

AdjustDeezNutz

Lol Nike dragging down LULU from the grave

lurch1_

LULU did that on its own.

lurch1_

LULU seems to be about as good is NIKE in stock performance without that NIKE exec.

Secret-of-the-Snooze

LULU holders right now: https://preview.redd.it/b5ji8s0r6twg1.jpeg?width=1079&format=pjpg&auto=webp&s=248bb68621c3422c496a08339b092a4a3b23a167

br0botic

LULU hired a fat ugly woman to be their new CEO. This is going to zero

br0botic

Somehow the LULU board looked at NKE performance lately and thought “we should hire a Nike lifer to be our next ceo!”

ILoveWesternCenter

LULU should just rebrand themselves as AI yoga apparel hahaha

log1ck1717

Why the LULU dump?

SighRamp

LULU is so done they dont even know it

longGERN

LULU down because they picked Nike tard as next CEO. What a bunch of tards

Ok_Rent5670

My LULU shares!!!!! FUCK

Heineken_500ml

What happened to LULU down 5%

cannythecat

Burry was long LULU, short TSLA. LMAO 🤌

Happy-Champion1661

all software getting destroyed right now but QQQ AH is still green wtf LMAOOO NOW, IBM, CRM, MSFT, ORCL... also rip LULU

Beercules1993

What in fucks name happened to LULU?

br0botic

Oh my god LULU

vermilli21

LULU next CEO is former NKE…all in puts at open tomorrow

dvdmovie1

UNH had an absolutely tremendous run from 2009 bottom to 2024. I question whether that continuing is sustainable, given the nature of the business. There will continue to be regulatory pressure, as well. Honestly, 1) I don't like the business, where "innovation" is finding new ways to deny claims and 2) The complexity/opaqueness of the business is such that I think too many people bought it without a full understanding of why it was down. I don't tihnk it's a zero, but I don't have any interest in owning it and really question whether it can continue the kind of chart it's had for so many years. DUOL feels like it doesn't have much moat. LULU no interest - not a fan of investing in consumer brands and especially turnaround attempts. CPRT is going through a tough period but getting a bit interesting. Mag7 is the stuff everyone owns and habitually buys, despite MSFT only being up 60% in the last 5 years and AMZN +48% I'd rather GOOG than MSFT, but too many people have become too reliant on tech household names. Additionally, "where mega cap tech is spending" has been a far better bet for 2-3 years now than most of mega cap tech.

cryptohorn

[PUTS ON LULU PUTS ON LULU PUTS ON LULU](https://youtube.com/shorts/glSSL-rQRGM?si=DqWAiVTLhR8RxnWI)

leftygrooviness

LULU has a PE of 12. Tee hee.

fomoandyoloandnogrow

While you regards are buying birds, you forgot about lululemon AI which allows you to see panty outlines through their leggings. LULU price target $250 at Fomoandyoloandnogrow, with a hold rating.

trsx5

lol no i yolo'd into $LULU, and some dork downgraded it randomly (not even on earnings) and it dropped 7% in one night. So, It was very frustrating. I've learned my lesson though... I'm about 15% down overall.

Xzlk

LULU pls announce AI company

NegotiationWorking48

If Allbirds can convert to an AI shoe company Surely LULU can can convert to an AI porn company 

Astronaut100

ValueInvesting has an uncanny ability to promote the worst stocks: ADBE, DUOL, NVO, LULU, GAMB. These are just off the top of my head. The list is probably 3x longer lol.

Inside-Brush-9543

LULU clothes have forever chemicals. RIP

Actual_Difference617

Lol LULU got fucked again.

Total_Schedule591

LULU

Michael_Korleone

It could be worse brah, I have 322k in LULU, and am also down about 80k, I’m only hoping for a rebound just to get back to my cost basis, it’s painful beholding a stupid yoga pants stock 😭

amanj41

It’s cause I bought a LEAP for it. I got lucky with GOOGL and AAPL LEAPS, then I turned into the ultimate knife catching bag holding retard with NVO, LULU, NVIDIA, and MSFT

TempestDrive

I rmr in Sep 2025, I thought LULU had a chance to bounce back to the $200s

Zipski577

A lot of the time they’re wrong on individual stocks too. Good ideas can come up but a lot of the people responding or consensus views are where u can start to see the pattern. RDDT itself was a consensus long at $220… LULU was popular as well. NVO as well. A lot of good ideas but when a consensus view is formed in the comments that’s usually when you can see that the opposite is more likely the case for the future of the stock

LostAbbott

I mean, NKE is a big brand and will likely come back at some point.  The two questions are what and when?  What will generate new recurring revenue and when will it happen? Then seem a lot more solid that LULU or Deckers, but their numbers are a lot worse...  Then could bounce around here for a long time.  I frankly think they need a new marketing team and they need to do a better job on quality and likely cut a lot of models.  They have too many shoe options and it can be hard for people to understand what they are buying/shopping...

Oneok-Field

It's going to be a CEO parade like the COVID press This Boots on the Ground™️ invasion is sponsored by: * $NKE supplying our troops the boots * $LULU for boot cut leggings * $FDX for speedy and practical boot distribution * And our spotlight sponsor, $MCD for feeding our boot troops Go get em, boys!

Prudent-Corgi3793

They are getting hit by terrible headwinds: consumer weakness, tariffs, and anti-American sentiment. Even worse, their key consumer demographic tends to be younger men, which is in the weakest part of the K-shaped economy. A lot of forecasters like Morningstar consider this a value pick, but I just don’t see it. The P/E ratio is still really high and their revenue and income has been shrinking. Most of the other “value investor falling knives” like PYPL, NVO, ADBE, LULU, etc. actually have legitimately low positive growth rates.

augustaye

he "leveraged" his savings away plus 500K of credit? or he was trading options and really f'd up and went all in on LULU puts after the racist reason for the name came out 5 years ago LOL

SilverPrivateer

LULU down 44% since attempting to reach new markets via partnership with "big pluto", an up and coming ATL rapper who featured the brand in the hit single "whim whammy", noting that stores opened in target areas have are unprofitable due to massive slippage and skyrocketing loss prevention costs